Pantheon Macroeconomics
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Below is a list of our China+ Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
In one line: The BoJ scraps negative rates and YCC policies in March, hinting at no further tightening unless inflation spikes.
China activity - industrial sector powers ahead, despite persistent property drag and retail sales losing steam
PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022
China’s property market rout continues, with prices falling further in February
In one line: China exports to emerging markets rise strongly in Jan-Feb; the jump in the year-to-date headline was due partly to base effects.
Japanese wages pick up, in advance of the Spring union talks
China exports to emerging markets rise strongly in Jan-Feb
Premier Li confirms targeted stimulus only, as China reshapes its growth model; Tokyo inflation rises
China’s manufacturing sector treads water during Lunar New Year
Holiday spending buoys China’s services activity
Japanese manufacturing still struggling
Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous
In one line: Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous
In one line: Japanese inflation slows less than expected in January
In one line: Korean WDA exports are rebounding strongly in early February, led by semiconductor shipments
Korean WDA exports rebound strongly; Japan stages double-digit export growth
BoK on hold, but hinting at future easing; Japan's flash PMIs indicate continued sluggishness
M1 and credit growth beat expectations, thanks to stimulus
Manufactured goods producer price decline stems partly from industrial spare capacity
China's inflation data point to still-soft domestic demand, after filtering out the holiday noise
Japan's nominal wage growth ticks up slightly in approach to spring talks
Caixin services PMI pointing to slower growth, while output prices are falling.
Japan’s service sector rosier than thought.
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